SERVICES


We offer clients Advisory and Execution Only services available through a diverse range of accounts including Traditional Accounts, Trading Accounts, SIPP and ISA.
Our comprehensive service enables our clients to choose an execution only service, advisory service, or the flexibility to combine both with direct access to a diverse range of investment tools including Shares, CFDs, Options, Corporate and Government Bonds, ETFs and FX. CCM do not hold client funds. Client money is held in segregated accounts with a trusted custodian.

 

SERVICES


We offer clients Advisory and Execution Only services available through a diverse range of accounts including Traditional Accounts, Trading Accounts, SIPP and ISA.
Our comprehensive service enables our clients to choose an execution only service, advisory service, or the flexibility to combine both with direct access to a diverse range of investment tools including Shares, CFDs, Options, Corporate and Government Bonds, ETFs and FX. CCM do not hold client funds. Client money is held in segregated accounts with a trusted custodian.

Traditional Stockbroking Model


We champion a traditional stock broking model based on a transparent tailored service to our clients and their investment requirements.


Our personal service ensures that each client is assigned his or her own broker regardless of the bespoke service they choose.

Each client’s broker is a direct point of contact for all their needs, from: discussing specific trading and investment ideas, portfolio construction and rebalancing to general stock market or admin queries.

Operating an open-door policy, our clients can arrange to meet face-to face with their broker whenever it suits them.

We offer highly competitive rates that are personalised to you. Please inquire whether we can beat your current rates.
 

Traditional Stockbroking Model


We champion a traditional stock broking model based on a transparent tailored service to our clients and their investment requirements.


Our personal service ensures that each client is assigned his or her own broker regardless of the bespoke service they choose.

Each client’s broker is a direct point of contact for all their needs, from: discussing specific trading and investment ideas, portfolio construction and rebalancing to general stock market or admin queries.

Operating an open-door policy, our clients can arrange to meet face-to face with their broker whenever it suits them.

We offer highly competitive rates that are personalised to you. Please inquire whether we can beat your current rates.

Advisory


Our telephone-based advisory service is for clients seeking specialist expertise and advice on stock market-based investments.




As an independently owned firm, we are not tied to any products or providers, we provide investment advice across a range of products.

At the beginning of each new client relationship, the broker and client complete an Investment Profile and Strategy document. This creates a unique trading and/or investing strategy that complements the attitude to risk and investment objectives for each client.


The broker will then provide suitable tailored recommendations across pre-agreed asset classes, discuss investment ideas, and provide general guidance in line with these guidelines, which are updated annually or when the client so wishes.


Operating on a no obligation basis, proposed investment decisions are discussed with the client in advance and require their prior approval. This means our clients remain in total control of their investments.

Classed as 'restricted', our investment advice doesn’t extend to the overall management of our clients’ financial planning arrangements.


Our dedicated brokers are on hand to help guide our clients every step of the way from:
◦ Creating a unique investment strategy;
◦ Informing of actionable investment ideas;
◦ Proactive on-going monitoring of investments;
◦ Regular portfolio reviews

Advisory clients can also execute their own orders and manage their portfolio via our online trading platform or by contacting their broker via telephone or email.

Advisory


Our telephone-based advisory service is for clients seeking specialist expertise and advice on stock market-based investments.



As an independently owned firm, we are not tied to any products or providers, we provide investment advice across a range of products.

At the beginning of each new client relationship, the broker and client complete an Investment Profile and Strategy document. This creates a unique trading and/or investing strategy that complements the attitude to risk and investment objectives for each client.


The broker will then provide suitable tailored recommendations across pre-agreed asset classes, discuss investment ideas, and provide general guidance in line with these guidelines, which are updated annually or when the client so wishes.


Operating on a no obligation basis, proposed investment decisions are discussed with the client in advance and require their prior approval. This means our clients remain in total control of their investments.

Classed as 'restricted', our investment advice doesn’t extend to the overall management of our clients’ financial planning arrangements.


Our dedicated brokers are on hand to help guide our clients every step of the way from:
◦ Creating a unique investment strategy;
◦ Informing of actionable investment ideas;
◦ Proactive on-going monitoring of investments;
◦ Regular portfolio reviews

Advisory clients can also execute their own orders and manage their portfolio via our online trading platform or by contacting their broker via telephone or email.

 

Execution Only


Our execution only service is for clients who prefer to directly identify and execute their own investment ideas.


The ability to execute orders and manage their portfolio begins immediately once the account is opened.

Execution only clients have the choice of executing orders online or by contacting their broker via telephone.

Execution Only


Our execution only service is for clients who prefer to directly identify and execute their own investment ideas.


The ability to execute orders and manage their portfolio begins immediately once the account is opened.

Execution only clients have the choice of executing orders online or by contacting their broker via telephone.

Research Coverage


Our comprehensive research package combines: market data, research and analysis that is available to our clients on a daily basis.




Our clients are alerted to the latest important price movements and headline financial news, alongside actionable investment ideas and risk management strategies. They also have access to a portfolio review, free of charge, which will be undertaken by our head of research.


Our coverage extends to all major stock markets: developed (Europe, US, Asia), emerging (BRICS) and developing (Africa).
Our brokers and research team combine to provide specialist coverage of the UK stock market: FTSE 100, FTSE 250 and AIM.



Our research package includes:


◦ Multifunctional website providing live data on global stock markets;
◦ Daily morning newsletters snapshot of the latest macroeconomic and company news;
◦ Detailed investment reports covering key macroeconomic and geo-political events, key sectors, individual companies and IPOs;
◦ Technical & fundamental analysis on individual stocks, sectors and global indices;
◦ Risk management strategies to maximise profit and minimise risk;
◦ Free portfolio reviews in-depth analysis of your individual portfolio

Research Coverage


Our comprehensive research package combines: market data, research and analysis that is available to our clients on a daily basis.



Our clients are alerted to the latest important price movements and headline financial news, alongside actionable investment ideas and risk management strategies. They also have access to a portfolio review, free of charge, which will be undertaken by our head of research.

Our coverage extends to all major stock markets: developed (Europe, US, Asia), emerging (BRICS) and developing (Africa).


Our brokers and research team combine to provide specialist coverage of the UK stock market: FTSE 100, FTSE 250 and AIM.


Our research package includes:


◦ Multifunctional website providing live data on global stock markets;
◦ Daily morning newsletters snapshot of the latest macroeconomic and company news;
◦ Detailed investment reports covering key macroeconomic and geo-political events, key sectors, individual companies and IPOs;
◦ Technical & fundamental analysis on individual stocks, sectors and global indices;
◦ Risk management strategies to maximise profit and minimise risk;
◦ Free portfolio reviews in-depth analysis of your individual portfolio

Online Account & Platform


We partner with market leading technology providers to provide our clients with multi award -winning investment platforms.


Clients have immediate access to a huge range of global financial markets, asset classes and product offerings. Alongside comprehensive charting tools and Direct Market Access (DMA) that provides live prices, deep liquidity and best execution. CCM offers platforms provided by Saxo Capital Markets, City Index and IG.

At work, home or on the move, clients can access their investment account 24 hours a day, anywhere in the world. Once logged in, clients can execute orders during market hours, monitor open positions, access statements and receive portfolio valuations.

Their broker is available during service hours to provide one-to-one platform assistance (in person or over the telephone) and swift handling of queries.
 

Online Account & Platform


We partner with market leading technology providers to provide our clients with multi award -winning investment platforms.


Clients have immediate access to a huge range of global financial markets, asset classes and product offerings. Alongside comprehensive charting tools and Direct Market Access (DMA) that provides live prices, deep liquidity and best execution. CCM offers platforms provided by Saxo Capital Markets, City Index and IG.

At work, home or on the move, clients can access their investment account 24 hours a day, anywhere in the world. Once logged in, clients can execute orders during market hours, monitor open positions, access statements and receive portfolio valuations.

Their broker is available during service hours to provide one-to-one platform assistance (in person or over the telephone) and swift handling of queries.

Portfolio Review


We invite all our clients to take advantage of the opportunity to receive a free comprehensive portfolio review.

Portfolio Review


We invite all our clients to take advantage of the opportunity to receive a free comprehensive portfolio review.

 

Safe Custody of Client Assets



Ensuring the safeguarding of client assets is of paramount importance to us and should offer reassurance to clients looking to open an account with us.

CCM will only use custodians who segregate client funds. Details are available from the providers website. Because we are an FCA authorised firm, your investments are protected by the Financial Services Compensation Scheme (for details visit www.fscs.org.uk).

Safe Custody of Client Assets



Ensuring the safeguarding of client assets is of paramount importance to us and should offer reassurance to clients looking to open an account with us.

CCM will only use custodians who segregate client funds. Details are available from the providers website. Because we are an FCA authorised firm, your investments are protected by the Financial Services Compensation Scheme (for details visit www.fscs.org.uk).

CFD trading and other margin trading can result in losses that exceed your deposits. Ensure you understand the risks. Find out more.

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